CALAMOS GLOBAL TOTAL RETURN FUND (CGO) — Institutional Holders, Q2 2026
46 institutional investment managers reported a CGO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $34.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CGO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Advisors Asset ManagementAdded · +133,567 sh+$1.8M
- CITADEL ADVISORSNew · +13,902 sh+$189.9K
- MORGAN STANLEYAdded · +13,856 sh+$189.3K
- BLUE BELL PRIVATE WEALTH MANAGEMENTAdded · +13,353 sh+$182.4K
- HRT FINANCIALNew · +13,312 sh+$181.8K
Biggest sellers
- GUGGENHEIM CAPITALTrimmed · -46,025 sh-$628.7K
- WOLVERINE ASSET MANAGEMENTTrimmed · -43,336 sh-$592.0K
- Shaker Financial ServicesTrimmed · -39,788 sh-$543.5K
- RAYMOND JAMES FINANCIALSold out · -16,725 sh-$228.5K
- COHEN & STEERSTrimmed · -7,482 sh-$102.2K
CGO 13F holders ranked 1–46 of 46
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 464,707 sh | 464,707 | $6.3M | <0.01% | +3.1% |
| 2 | Advisors Asset Management#2 · 240,943 sh | 240,943 | $3.3M | 0.05% | +124.4% |
| 3 | LPL Financial#3 · 212,238 sh | 212,238 | $2.9M | <0.01% | +1.6% |
| 4 | Shaker Financial Services#4 · 177,106 sh | 177,106 | $2.4M | — | -18.3% |
| 5 | PRINCIPAL SECURITIES#5 · 176,675 sh | 176,675 | $2.4M | 0.03% | +0.6% |
| 6 | ENVESTNET ASSET MANAGEMENT#6 · 166,026 sh | 166,026 | $2.3M | <0.01% | +0.9% |
| 7 | Integrated Wealth Concepts#7 · 158,585 sh | 158,585 | $2.2M | 0.01% | 0.0% |
| 8 | Prairie Wealth Advisors#8 · 0 sh | 0 | $1.3M | 0.31% | New |
| 9 | GUGGENHEIM CAPITAL#9 · 92,824 sh | 92,824 | $1.3M | <0.01% | -33.1% |
| 10 | UBS Group AG#10 · 72,596 sh | 72,596 | $991.7K | <0.01% | -0.6% |
| 11 | WOLVERINE ASSET MANAGEMENT#11 · 61,070 sh | 61,070 | $834.2K | <0.01% | -41.5% |
| 12 | COHEN & STEERS#12 · 56,975 sh | 56,975 | $778.0K | <0.01% | -11.6% |
| 13 | Brookstone Capital Management#13 · 52,485 sh | 52,485 | $716.9K | — | +7.6% |
| 14 | Advisory Solutions Group#14 · 52,381 sh | 52,381 | $715.5K | — | — |
| 15 | HARBOUR INVESTMENTS#15 · 48,020 sh | 48,020 | $656.0K | <0.01% | 0.0% |
| 16 | PMG Family Office#16 · 46,760 sh | 46,760 | $638.7K | — | +2.3% |
| 17 | Invesco Ltd.#17 · 43,809 sh | 43,809 | $598.4K | 0.00% | -0.4% |
| 18 | BANK OF AMERICA#18 · 43,778 sh | 43,778 | $598.0K | 0.00% | +15.1% |
| 19 | ROYAL BANK OF CANADA#19 · 23,508 sh | 23,508 | $321.0K | 0.00% | -6.0% |
| 20 | OSAIC#20 · 23,395 sh | 23,395 | $319.6K | <0.01% | -1.3% |
| 21 | STIFEL FINANCIAL#21 · 22,944 sh | 22,944 | $313.4K | <0.01% | +1.8% |
| 22 | Gilliland Jeter Wealth Management#22 · 20,576 sh | 20,576 | $281.1K | 0.07% | 0.0% |
| 23 | BLUE BELL PRIVATE WEALTH MANAGEMENT#23 · 20,419 sh | 20,419 | $278.9K | 0.03% | +189.0% |
| 24 | Kestra Advisory Services#24 · 16,851 sh | 16,851 | $230.2K | <0.01% | -25.6% |
| 25 | Logan Stone Capital#25 · 15,841 sh | 15,841 | $216.4K | 0.05% | -17.1% |
| 26 | Retirement Planning Group#26 · 15,680 sh | 15,680 | $214.2K | — | -13.3% |
| 27 | CITADEL ADVISORS#27 · 13,902 sh | 13,902 | $189.9K | 0.00% | New |
| 28 | HRT FINANCIAL#28 · 13,312 sh | 13,312 | $181.0K | <0.01% | New |
| 29 | Cambridge Investment Research Advisors#29 · 12,270 sh | 12,270 | $168.0K | <0.01% | -0.6% |
| 30 | Steward Partners Investment Advisory#30 · 11,419 sh | 11,419 | $156.0K | <0.01% | +6.6% |
| 31 | WELLS FARGO & COMPANY#31 · 11,329 sh | 11,329 | $154.8K | 0.00% | 0.0% |
| 32 | NewEdge Advisors#32 · 10,900 sh | 10,900 | $148.9K | <0.01% | -17.4% |
| 33 | CAPTRUST FINANCIAL ADVISORS#33 · 10,821 sh | 10,821 | $147.8K | <0.01% | +0.4% |
| 34 | XTX Topco Ltd#34 · 10,195 sh | 10,195 | $139.3K | <0.01% | New |
| 35 | Farther Finance Advisors#35 · 5,787 sh | 5,787 | $79.1K | — | New |
| 36 | FIFTH THIRD BANCORP#36 · 5,643 sh | 5,643 | $77.1K | <0.01% | 0.0% |
| 37 | NBC SECURITIES#37 · 4,524 sh | 4,524 | $61.8K | — | 0.0% |
| 38 | CoreCap Advisors#38 · 4,275 sh | 4,275 | $58.4K | — | 0.0% |
| 39 | Continuum Advisory#39 · 4,140 sh | 4,140 | $56.6K | <0.01% | New |
| 40 | Allworth Financial#40 · 2,500 sh | 2,500 | $34.1K | <0.01% | -50.0% |
| 41 | Colonial / SC#41 · 2,046 sh | 2,046 | $27.4K | <0.01% | 0.0% |
| 42 | Institute for Wealth Management#42 · 1,447 sh | 1,447 | $19.8K | <0.01% | New |
| 43 | PNC FINANCIAL SERVICES GROUP#43 · 280 sh | 280 | $3.8K | 0.00% | New |
| 44 | AMERIFLEX GROUP#44 · 200 sh | 200 | $2.7K | <0.01% | 0.0% |
| 45 | Golden State Wealth Management#45 · 56 sh | 56 | $773.00 | <0.01% | +1.8% |
| 46 | HUNTINGTON NATIONAL BANK#46 · 1 sh | 1 | $14.00 | 0.00% | 0.0% |
Funds that sold out of CGO in Q2 2026 (3)
Held CGO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| RAYMOND JAMES FINANCIAL16,725 sh | 16,725 | $186.5K |
| Western Wealth Management1,650 sh | 1,650 | $18.4K |
| HIGHLINE WEALTH PARTNERS250 sh | 250 | $2.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.